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L&G Stewart Investors Worldwide Leaders Pn

3 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The Fund aims to grow your investment. The Fund mainly invests in shares of large companies around the world. These companies generally have a total stock market value of at least US $3 billion. The Fund may invest in both developed and emerging market countries (countries considered to have social or business activity in the process of rapid growth). The Fund may invest in any industry.

Fund Manager ( Underlying )

Jonathan Asante




Primary Asset Class

Fund Size

GBP 0.11m as at 31-May-2017

Downloads ( Underlying )

Unit Name

L&G Stewart Investors Worldwide Leaders Pn G25





Initial Charge


Unit Currency




Annual Charge



GBX 223.39


GBX 223.39

Change (Offer)

-0.03 (-0.01%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 9.48 4.72 10.55 29.67 56.36 110.19
Sector 8.62 4.18 8.97 31.60 45.12 95.25

Discrete Performance (%)

  2016 2015 2014 2013 2012
Fund 27.83 5.86 6.51 25.65 9.00
Sector 22.41 3.67 7.84 21.36 11.24

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
German Equities 19.50
Money Market 17.20
US Equities 15.20
UK Equities 13.50
Swiss Equities 8.40
Japanese Equities 8.30
South African Equities 4.60
Singapore Equities 4.60
Taiwanese Equities 2.70
Indian Equities 2.60
Danish Equities 2.30
Australian Equities 1.10

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
Germany 19.50
Cash and Cash Equivalents 17.20
USA 15.20
UK 13.50
Switzerland 8.40
Japan 8.30
Singapore 4.60
South Africa 4.60
Taiwan 2.70
India 2.60
Denmark 2.30
Australia 1.10

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Consumer Staples 34.20
Financials 24.60
Cash and Cash Equivalents 17.20
Health Care 9.20
Industrials 7.90
Materials 3.50
Information Technology 1.60
Consumer Discretionary 1.00
Energy 0.80

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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